Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$991,865
+$144,595 QoQ
Shares Held
4,582
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,160
of 2,613 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Tandem Wealth Advisors LLC holds $991,865 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
4,582 | $991,865 |
All Filings in BA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991,865 | 4,582 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $847,270 | 4,257 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $490,474 | 2,259 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $402,307 | 1,864 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||